Institutional Fund
Kaufman Rossin Wealth, LLC
Miami, FLCIK 20497505 filings on record
Portfolio Value
$174.47M
Q1 2026
Holdings
98
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-9.2%
from $192.05M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ea Series Trust18.6%
- Ishares Tr10.9%
- American Centy ETF Tr9.4%
- Dimensional ETF Trust6.8%
- Dimensional ETF Trust5.2%
- Dimensional ETF Trust4.4%
- Other44.7%
Portfolio Holdings
98 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust | 1.28M | $32.39M | 18.6% | +36.0K | Added |
| 2 | Ishares Tr | 133.1K | $18.95M | 10.9% | +8.0K | Added |
| 3 | American Centy ETF Tr | 164.3K | $16.41M | 9.4% | −2.8K | Reduced |
| 4 | Dimensional ETF Trust | 342.8K | $11.84M | 6.8% | +5.1K | Added |
| 5 | Dimensional ETF Trust | 247.9K | $9.11M | 5.2% | +23.2K | Added |
| 6 | Dimensional ETF Trust | 239.1K | $7.70M | 4.4% | +23.5K | Added |
| 7 | Ishares Tr | 90.4K | $7.55M | 4.3% | +4.1K | Added |
| 8 | Vanguard Scottsdale Fds | 96.9K | $5.77M | 3.3% | +20.6K | Added |
| 9 | Dimensional ETF Trust | 142.4K | $5.53M | 3.2% | −26.6K | Reduced |
| 10 | Vanguard Index Fds | 13.6K | $4.35M | 2.5% | +4.0K | Added |
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